Beacon Pointe ยท 23 hours ago
Client Service Associate
San Jose, CA
Full-time
Onsite
Entry Level
2+ years expBeacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor that provides clear and objective investment advice to high-net-worth individuals and institutions. They are seeking a Client Service Associate to join their team, where the role involves responding to client requests, preparing meeting materials, and collaborating with Wealth Advisors on client service items.
Financial Services
Responsibilities
Responds to routine client requests via phone, email and/or other contact methods
Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
Prepares custodian paperwork, facilitate account updates and communicates with clients on status
Meets regularly with Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc
Qualification
Required
Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
Excellent interpersonal and verbal/written skills
Strong analytical skills and ability to organize, understand and explain data sets using Excel
Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM
Demonstrated strong desire to grow in their role and career in Wealth Management
Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service
Company
Beacon Pointe
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Shannon Eusey
CEO and Co-Founder
Garth Flint
Partner and Co-Founder
Company data provided by crunchbase